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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

544 hedge funds and large institutions have $5.52B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 204 increasing their positions, 189 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+49
Holders Change %
+9.9%
% of All Funds
8.78%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
84
Increased
204
Reduced
189
Closed
27
Calls
–
Puts
$26K
Net Calls
-$26K
Net Calls Change
-$26K

Top Buyers

1
SR
Swiss Re
Switzerland
$44.2M
2
Jane Street
Jane Street
New York
$104M
3
HighTower Advisors
HighTower Advisors
Illinois
$36M
4
KAS
Kestra Advisory Services
Texas
$28.9M
5
Franklin Resources
Franklin Resources
California
$17.9M

Top Sellers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$138M
2
BF
Brooklyn FI
New York
$769K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$183M
4
UBS Group
UBS Group
Switzerland
$102M
5
Macquarie Group
Macquarie Group
Australia
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOAG
426
Silver Oak Advisory Group
Oregon
$229K +$229K +3,486 New
MW
427
Marcum Wealth
Ohio
$228K +$228K +3,467 New
MWP
428
Moller Wealth Partners
$227K +$227K +3,460 New
MAA
429
Matrix Asset Advisors
New York
$226K -$10.5K -160 -4%
DI
430
DDFG Inc
California
$224K +$224K +3,401 New
NHFG
431
New Harbor Financial Group
Massachusetts
$222K +$222K +3,384 New
LPAM
432
Lodestar Private Asset Management
California
$222K +$222K +3,375 New
HWM
433
Horizons Wealth Management
North Carolina
$218K -$16.5K -250 -7%
TFCP
434
Twin Focus Capital Partners
Massachusetts
$214K -$23K -350 -10%
PP
435
PrairieView Partners
Minnesota
$213K +$161K +2,454 +309%
AWC
436
Abundance Wealth Counselors
Pennsylvania
$213K +$213K +3,233 New
MBFW
437
Morton Brown Family Wealth
Pennsylvania
$213K -$82.4K -1,253 -28%
FC
438
Forte Capital
New York
$212K +$212K +3,231 New
CPIG
439
Chicago Partners Investment Group
Illinois
$210K +$210K +2,938 New
DWM
440
Destination Wealth Management
California
$207K +$207K +3,156 New
MFA
441
Mayflower Financial Advisors
Massachusetts
$205K – – –
MFA
442
Morling Financial Advisors
California
$196K -$12.2K -186 -6%
GRP
443
Global Retirement Partners
California
$185K – – –
CSPIA
444
Cary Street Partners Investment Advisory
Virginia
$175K +$175K +2,666 New
PC
445
Pecaut & Co
Iowa
$174K +$7.43K +113 +4%
GWM
446
Grand Wealth Management
Michigan
$171K -$657 -10 -0.4%
Citigroup
447
Citigroup
New York
$159K -$57.1K -869 -26%
C
448
Covestor
United Kingdom
$156K -$3.82K -58 -2%
WTC
449
WhitTier Trust Company
Nevada
$141K – – –
AF
450
Allworth Financial
California
$140K -$15.7K -239 -10%
16 17
18
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